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Foundry Market Bulletin - Aug. 3, 2026
Last Modified
2026-08-03
Update Frequency
Biweekly
Format
TSMC, UMC, Vanguard and PSMC posted higher 2Q26 revenue on price hikes and strong demand, with capex broadly raised.
Key Highlights
- TSMC: Advanced nodes lifted by 2nm ramp, AI demand; outlook, capex raised.
- UMC: 22nm ramp, fab recovery drive growth; new fabs planned.
- Vanguard: Utilization climbs; VSMC expansion accelerated.
- PSMC: Price hikes lift margins; outlook raised further.
Table of Contents
- TSMC
- UMC
- Vanguard
- PSMC
- Projected Changes to Revenue among Taiwanese Foundries for 2026F
- Changes to Capex among Taiwanese Foundries for 2026F
<Total Pages: 4>
Category: Wafer Foundries
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